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| Provider | Service type | Compensation |
|---|---|---|
Filed as: TRANSAMERICA LIFE INSURANCE COMPANY Service code 15 · EIN 39-0989781 | Recordkeeping | $6,989 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $16,928 | $30,086-43.7% | $61,399-72.4% | $64,814-73.9% |
| Participation rate | 5.2% | 36.4%-31.2pp | 52.6%-47.4pp | 71.5%-66.3pp |
| Annual return | -16.65% | -13.99%-2.7pp | 338.81%-355.5pp | 32.84%-49.5pp |
| Employer contribution / active EE | $272 | $536-49.4% | $1,159-76.6% | $2,507-89.2% |
| Participant deferral / active EE | $369 | $1,126-67.2% | $2,124-82.6% | $4,310-91.4% |
| Admin fee / account holder | $191 | $148+29.2% | $2,131-91.0% | $188+1.9% |